AA

Ancora Advisors Portfolio holdings

AUM $4.84B
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.09B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,920
New
Increased
Reduced
Closed

Top Buys

1 +$181M
2 +$54.1M
3 +$41.9M
4
SPTN
SpartanNash
SPTN
+$17M
5
OI icon
O-I Glass
OI
+$14.7M

Top Sells

1 +$106M
2 +$26.1M
3 +$14.6M
4
VG
Vonage Holdings Corporation
VG
+$12.4M
5
CVX icon
Chevron
CVX
+$11.1M

Sector Composition

1 Industrials 16.04%
2 Technology 12.48%
3 Financials 11.3%
4 Consumer Discretionary 10.98%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
-14,400
2452
-7,100
2453
-11,250
2454
-23,000
2455
-1,000
2456
-1,000
2457
-109
2458
$0 ﹤0.01%
142
2459
$0 ﹤0.01%
1,000
2460
-6,200
2461
-203
2462
$0 ﹤0.01%
+300
2463
-6,000
2464
-149,595
2465
-20,100
2466
-10,000
2467
-5,000
2468
$0 ﹤0.01%
+1,400
2469
-928
2470
-4,698
2471
-9,000
2472
$0 ﹤0.01%
+308
2473
-400
2474
-16,500
2475
$0 ﹤0.01%
1,332